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In How to automate mortgage Pre-Approvals with Salesforce Flow-1 – Mortgage Banking Technology | Origination Strategy Consulting, we have seen the benefits of automating mortgage pre-approvals using flow builder-the automation tool within Salesforce. In this article let us learn more about the process. How it works Below given are the steps involved in automating mortgage…
Thousands of borrower inquiries are to be handled by mortgage lenders daily. Addressing all of them is an overwhelming task for the loan officers and support staff. An intelligent AI Mortgage assistant can handle these inquiries quite efficient with quick and accurate responses to every borrower inquiry, thus improving borrower experience and operational efficiency. With…
Salesforce is one of the most robust and versatile Customer Relationship Management (CRM) platforms available today. Its extensive capabilities make it a favorite among organizations of all sizes. However, working with Salesforce’s complex data structures and features can sometimes be overwhelming for administrators, developers, and consultants. Salesforce Inspector and its enhanced version, Salesforce Inspector Reloaded…
In the previous articles, we have seen how to integrate Docusign esignature for Salesforce. We have created a template called ‘Preapproval’ which can be used by loan officers to send documents to be signed by approvers for a borrower to be qualified for Preapproval. Considering this use case, let us see review Sending Envelopes using…
We have discussed about how to create a model in Einstein Discovery in our previous article. As analysis and training progress, Einstein Discovery scrutinizes your data for quality concerns, including duplicate impact (known as the multicollinearity data alert), potential biases, frequent missing values, and various other data quality issues. Whenever a potential data quality problem…
In Overview of Einstein Discovery Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) and OVERVIEW OF EINSTEIN DISCOVERY PART 2 – Mortgage Banking Technology | Origination Strategy Consulting(takefiveconsulting.com), we learned the basics of Einstein Discovery. In this article we will dive into the details of how to Create model in Einstein Discovery. Considerations…
To automate business processes, Salesforce offers several out of the box automation tools. One of the major point and click tool is ‘Flows’. Salesforce flows uses several resources of varying data types which will be available throughout the flow. In our previous article Flow Resources in Salesforce Flow Builder Part II – Mortgage Banking Technology |…
CMS stands for Content Management System. Salesforce CMS is a hybrid CMS that helps you easily create and deliver content to any channel or device. Salesforce CMS workspaces can be used to create and manage your content to be published in Experience cloud sites. Workspaces also help limit access to the content. We can add…